401(k) · DOL Form 5500 · 2023

Breg, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
577
Participants Below avg headcount
82nd
Percentile by assets National rank
$63,464
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Breg, Inc. 401(k) Plan · Sponsored by Breg, Inc. · California · Manufacturing

$37M in assets, 577 participants

Breg, Inc.'s Breg, Inc. 401(k) Plan reported $37M in total assets and 577 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #13,926 in Manufacturing (18,722 peers)

Where Breg, Inc. 401(k) Plan sits by assets

Breg, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 577 participants (~$63,464/participant), up 21.2% in 2023.

#13,926
in Manufacturing (18,722 peers)
+21.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Breg, Inc. 401(k) Plan's outsized position by total assets

Breg, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$36,618,843 Top 18% higher than 82% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Breg, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Breg, Inc. 401(k) Plan sits mid-pack in the medium band (577 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Breg, Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Breg, Inc. 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Breg, Inc. 401(k) Plan reported participants rose from 536 in the plan year 2022 filing to 577 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330361048 · Breg, Inc. PY 2023 · 401(k)

Breg, Inc. 401(k) Plan · $37M · 577 · 82nd

  • SCH $37M
  • SCH 577
  • SCH 82nd
  • SCH 401(k)
  • SCH near Wohlsen Construction Company 401(k) Plan
  • SCH ind #13926

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in California →

Breg, Inc. 401(k) Plan in the asset neighbourhood

Breg, Inc. 401(k) Plan$37MWohlsen Construction Company 401(k) PlanWohlsen Construction Company…$37MTrumark Financial Credit Union Retirement Savings PlanTrumark Financial Credit Uni…$37MLfb USA, Inc. 401(k) Plan$37MData Systems, Inc. Profit Sharing Plan and TrustData Systems, Inc. Profit Sh…$37M
End-of-year total assets ($M) among Breg, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN330361048
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Breg, Inc.)

Sponsor-wide plan assets over time

All Breg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 39.72399872495633% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.2M $42.2M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 536 $30M
2023 1 577 $37M
2024 1 557 $42M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Breg, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Breg, Inc. 401(k) Plan, Total assets ($B): 0.036618843 · Participants: 577Breg, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Breg, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Breg, Inc. 401(k) Plan side-by-side with 3 peers →

Breg, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wohlsen Construction Company 401(k) Plan in PA ($37M); by covered participants it is Hamricks Corporation 401(k) Retirement Plan in SC (577 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (577 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Breg, Inc. 401(k) Plan assets move in 2023? ▼
Breg, Inc. 401(k) Plan grew sharply - up 21.2% during 2023, from $30M to $37M. Reported net income was $6M.
How have Breg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breg, Inc.'s sponsor-wide assets grew 39.7%, from $30M to $42M.
Where does Breg, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Breg, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Breg, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wohlsen Construction Company 401(k) Plan in PA ($37M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Breg, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hamricks Corporation 401(k) Retirement Plan in SC (577 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330361048.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.